Investment funds / non-KiwiSaver / Shares / Australia
The BetaShares ASX200 invests in the securities that comprise the relevant Index in proportion to the weightings of the securities in the Index. This is known as a “full replication” strategy. For such Fund, the timing and nature of any changes to the composition of the Fund’s investments will generally correspond with the timing and nature of changes to the relevant Index
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.